Overview
Mergers, Acquisitions and Restructuring
David advises buyers and sellers in the acquisition, sale and restructuring of companies. David has experience in deals ranging from the sale of family-owned business to multibillion-dollar public company acquisitions. His dual tax and corporate skillset is particularly valuable to clients closing small private deals.
Venture Capital Transactions
David advises both investors and founders on emerging company matters, including the creation of tax-efficient operating and equity compensation structures, and transactional matters related to capital raising transactions, acquisitions and divestitures.
Tax Matters
David works with for-profit and tax-exempt corporations, partnerships and limited liability companies on tax matters in connection with mergers and acquisitions, joint ventures, capital raising, and restructuring entities to best utilize tax credits, deductions or other incentives.
Services & Industries
Credentials
Bar Admissions
Indiana
New York
Certifications
Certified Public Accountant — New York
Education
New York University School of Law
LL.M. in Taxation (2016)
Indiana University Maurer School of Law
J.D. cum laude (2013)
University of Miami
B.B.A. in Finance and Accounting, cum laude (2010)
Experience
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June 2018 1 min readMultinational Technology Company Purchases City Center in MinneapolisReal Estate & Construction Acquisitions & Dispositions Corporate International Transactions
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December 2017 1 min readTechnology-Focused Private Equity Firm Acquires Education SoftwareCorporate Private Equity
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June 2017 1 min readAlimentation Couche-Tard Acquires CST Brands for $4.4BFood & Agribusiness Corporate International Transactions Mergers & Acquisitions Environment & Energy
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May 2016 1 min readZimmer Biomet Acquires Cayenne MedicalMedical Devices Health & Life Sciences Labor & Employment Corporate Mergers & Acquisitions HR Compliance, Training & Transactions
Insights & Events
Latest
Insights
Other Perspectives
- Corporate Formation, Taxes & Employee Ownership – the Choice of Entity Decision
Purdue Foundry Speaker Series, December 1, 2016
Leadership & Community
Civic Activities
- Indiana Neighborhood Christian Legal Clinic — Low-Income Tax Clinic Volunteer